Unclaimed Profile

Christopher Miles Werner

WESTMOUNT ASSET MANAGEMENT, LLC·LOS ANGELES, California

Series 65Clean record20 years registeredWESTMOUNT ASSET MANAGEMENT, LLC

2049 CENTURY PARK EAST, LOS ANGELES, CA 90067CRD# 5129321Firm CRD# 158857

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Miles Werner · LOS ANGELES, CA

Registration

CRD #5129321 · WESTMOUNT ASSET MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

WESTMOUNT PARTNERS, LLC

Nov 2011 – present

WESTMOUNT ASSET MANAGEMENT INC

May 2006 – Dec 2011

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 1, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTMOUNT ASSET MANAGEMENT, LLC

CRD 158857 · SEC 801-72739

AUM

$4.3B

Regulatory assets under management

Employees

4,684 client accounts

Services offered by WESTMOUNT ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WESTMOUNT ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Miles Werner offer?

Christopher Miles Werner specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Christopher Miles Werner's credentials?

Christopher Miles Werner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Miles Werner located?

Christopher Miles Werner is based in LOS ANGELES, California, working with WESTMOUNT ASSET MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Christopher Miles Werner charge for services?

Christopher Miles Werner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESTMOUNT ASSET MANAGEMENT, LLC?

WESTMOUNT ASSET MANAGEMENT, LLC has approximately 39 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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